Siyakwamukela kuwebhusayithi yethu!

I-Mainstream LCD Manufacture and Development Trend Forecast of China's Display Panel Industry

Kunezimboni eziningi ze-LCD ezikwazi ukukhiqiza ubuchwepheshe besikrini se-LCD, phakathi kwazo i-LG Display, BOE, Samsung, AUO, Sharp, TIANMA njll. zonke zingabameleli abahle kakhulu.Baqoqe iminyaka eminingi yesipiliyoni kubuchwepheshe bokukhiqiza, futhi ngamunye unokuncintisana okuyisisekelo okuhlukile.Ukukhiqiza Izikrini ze-LCD ezikhiqizwayo zinesabelo semakethe esiphezulu futhi zingabahlinzeki abajwayelekile.Namuhla, sizokwethula ngokuningiliziwe ukuthi obani abahlinzeki besikrini se-LCD?

10.4HP-CAPQLED-imininingwane-17

1. I-BOE

I-BOE ingummeleli ojwayelekile womnikezeli wesikrini wase-China we-LCD nomkhiqizi omkhulu wamaphaneli wokubonisa e-China.Njengamanje, ivolumu yokuthunyelwa kwezikrini ze-LCD ezikhiqizwa yi-BOE emkhakheni wamakhompiyutha we-notebook kanye nomakhalekhukhwini usufinyelele indawo yokuqala emhlabeni.Iyaqhubeka nokukhiqiza izikrini ze-LCD zemikhiqizo embonini ye-elekthronikhi efana neHuawei neLenovo.Amafekthri atholakala naseBeijing, Chengdu, Hefei, Ordos, naseChongqing., Fuzhou nezinye izingxenye zezwe.

2. LG

I-LG Display ingeye-LG Group yaseNingizimu Korea, engakhiqiza izinhlobo ezihlukahlukene zezikrini ze-LCD.Njengamanje, ihlinzeka ngezikrini ze-LCD ze-Apple, HP, Dell, Sony, Philips neminye imikhiqizo kagesi.

3. I-Samsung

I-Samsung iyinkampani enkulu yezogesi eNingizimu Korea.Ukukhiqizwa kwayo kwamanje kwezikrini ze-LCD kunciphise ukujiya ngenkathi kugcinwa ukuchazwa okuphezulu okuphezulu.Inobuchwepheshe bokukhiqiza obuyisisekelo bezikrini ze-LCD futhi imikhiqizo yayo ithunyelwa kuwo wonke umhlaba.

4. Innolux

I-Innolux yinkampani ekhiqiza ubuchwepheshe eTaiwan, eChina.Ikhiqiza amaphaneli e-LCD aphelele namaphaneli okuthinta ngamasayizi amakhulu, aphakathi nendawo namancane.Inethimba eliqinile lezobuchwepheshe futhi ikhiqiza izikrini ze-LCD zamakhasimende afana ne-Apple, i-Lenovo, i-HP, ne-Nokia.

5. AUO

I-AUO iyinkampani enkulu kunazo zonke emhlabeni yokuklama iphaneli yokubonisa ikristalu ewuketshezi, ucwaningo nentuthuko, inkampani ekhiqizayo neyokumaketha.Ikomkhulu layo liseTaiwan, kanti izimboni zakhona zitholakala eSuzhou, Kunshan, Xiamen nakwezinye izindawo.Ikhiqiza izikrini ze-LCD ze-Lenovo, i-ASUS, i-Samsung namanye amakhasimende.

6. Toshiba

I-Toshiba yinkampani yamazwe ngamazwe, ikomkhulu layo laseJapan liyisikhungo socwaningo nentuthuko, futhi izisekelo zayo zokukhiqiza ziseShenzhen, Ganzhou nakwezinye izindawo.Ingakwazi ukwenza izikrini ze-SED LCD ezintsha ezinokuqukethwe okuphezulu kobuchwepheshe.

7. I-Tianma Microelectronics

I-Tianma Microelectronics yinkampani enkulu esohlwini lomphakathi ehlanganisa i-R&D, ukuklama, ukukhiqiza, ukuthengisa kanye nesevisi yezibonisi ze-LCD.Izikrini ze-LCD ezikhiqizwa futhi zathuthukiswa zisetshenziswa kakhulu yi-VIVO, OPPO, Xiaomi, Huawei nezinye izinkampani.

8. I-Hunan Future Electronics

I-Hunan Future iyibhizinisi lobuchwepheshe elisungula ubuchwepheshe eligxile ku-R&D, ukuklama, ukukhiqizwa nokudayiswa kwamadivayisi e-liquid display crystal nemikhiqizo esekelayo.Izibophezele ekubeni ibhizinisi elivamile emkhakheni wokubonisa umhlaba wonke, ukuhlinzeka amakhasimende ngamayunithi wokubonisa ikristalu ewuketshezi ajwayelekile futhi enziwe ngezifiso Isixazululo, inkampani igxile ekukhiqizeni nasekusebenzeni kwe-LCD ehlukahlukene ye-monochrome ne-monochrome, i-LCM yombala (kuhlanganise namamojula we-TFT wombala) uchungechunge. imikhiqizo.Manje imikhiqizo yenkampani imboza ama-LCD afana ne-TN, i-HTN, i-STN, i-FSTN, i-DFSTN, ne-VA, ama-LCM afana ne-COB, i-COG, ne-TFT, nemikhiqizo ehlukahlukene ye-elekthronikhi njenge-TP, i-OLED, njll.

微信图片_20230808165834

Kusukela kwavela ubuchwepheshe be-liquid crystal display (LCD) ngo-1968, ubuchwepheshe buqhubekile nokuthuthuka futhi bunqamule, futhi imikhiqizo yokugcina ingene kuzo zonke izici zokukhiqiza nokuphila kwabantu.Ngokuthuthuka okuqhubekayo kobuchwepheshe, ubuchwepheshe be-OLED buye bavela kancane kancane endimeni entsha yokubonisa, kodwa i-LCD isewubuchwepheshe obujwayelekile obuphelele.

Ngemuva kwamashumi eminyaka entuthuko, amandla okukhiqiza amaphaneli e-LCD adluliselwe ezweni lami ngokuqhubekayo, futhi sekuvele inani labakhiqizi bephaneli be-LCD abaqhudelanayo.Njengamanje, imboni yephaneli yokubonisa isiluleme kancane kancane futhi kulindeleke ukuthi iqale umjikelezo omusha wokukhula.

 

(1) Ubuchwepheshe obusha emkhakheni wokuboniswa buyachuma, futhi i-LCD isabambe iqhaza eliphelele.

Njengamanje, i-LCD ne-OLED yimizila yobuchwepheshe esetshenziswa kakhulu emkhakheni wezibonisi ezintsha.Bobabili banezici zabo kanye nezinzuzo zabo mayelana nobuchwepheshe kanye nokusetshenziswa, ngakho-ke kukhona ukuncintisana ezimweni eziningi zokubonisa isicelo.I-Organic light-emitting diodes (OLEDs), eyaziwa nangokuthi izibonisi ze-organic electro-laser kanye nama-semiconductors akhipha ukukhanya okuphilayo, angaguqula ngokuqondile amandla kagesi abe amandla okukhanya ama-molecule ezinto ze-organic semiconductor.Amaphaneli asebenzisa ubuchwepheshe bokubonisa i-OLED awadingi ukusebenzisa amamojula okukhanya kwangemuva.Nokho, ngenxa yokushoda kwemishini eyinhloko ye-OLED, ukuncika ekuthengisweni kwezinto zokusetshenziswa eziyinhloko, isivuno esiphansi somkhiqizo namanani aphezulu, njll. Ngokombono wenqubo yemboni ye-OLED yomhlaba wonke, ukuthuthukiswa kwe-OLED kusesesigabeni sokuqala, futhi i-LCD isabambe isikhundla esiphezulu.

Ngokusho kwedatha ye-Sihan Consulting, ubuchwepheshe be-TFT-LCD buzothatha u-71% wenkambu entsha yobuchwepheshe bokubonisa ngo-2020. I-TFT-LCD isebenzisa i-transistor array ku-substrate yengilazi yephaneli yekristalu ewuketshezi ukwenza iphikseli ngayinye ye-LCD ibe ne-Independent. ukushintsha kwe-semiconductor.Iphikseli ngalinye lingakwazi ukulawula ikristalu ewuketshezi phakathi kwama-substrates amabili engilazi ngokusebenzisa ama-point pulses, okungukuthi, ukulawula okuzimele, okunembayo nokuqhubekayo kwephikseli ngalinye elithi “point-to-point” kungabonakala ngokushintsha okusebenzayo.Idizayini enjalo isiza ukuthuthukisa isivinini sokuphendula sesikrini se-liquid crystal display futhi ingalawula umbala ompunga obonisiwe, ngaleyo ndlela iqinisekise imibala yezithombe engokoqobo kanye nekhwalithi yesithombe ejabulisa kakhulu.

Ngesikhathi esifanayo, ubuchwepheshe be-LCD buhlala buthuthuka, bubonisa amandla amasha, futhi ubuchwepheshe bokubonisa indawo egobile sebungenye yentuthuko entsha kubuchwepheshe be-LCD.Ukujula kokubukwayo okwakhiwa ukugoba kwesikrini sokubonisa esigobile kwenza ileveli yesithombe ibe ngokoqobo futhi inothe, ithuthukisa umuzwa wokucwiliswa okubukwayo, ifiphaze umngcele oqinile phakathi kwezinto ezibonakalayo nengokoqobo, kunciphisa ukuchezuka kwebanga phakathi kwesithombe esisemaphethelweni nhlangothi zombili. kwesikrini neso lomuntu, futhi ithola isithombe esinokulinganisela.Thuthukisa inkambu yokubuka.Phakathi kwazo, ubuchwepheshe bemojula ye-LCD eguquguqukayo bugqekeza uhlobo olungaguquki lwamamojula wokubonisa we-LCD kubuchwepheshe bokukhiqiza ngobuningi, futhi bubona ukuguqulwa kwamahhala kwamamojula we-LCD aguquguqukayo angaphezulu ekubonisweni kwendawo egobile nokuboniswa okuqondile, okuvumela abasebenzisi ukuthi benze ngokwezifiso zabo ngokwazo. izidingo.Cindezela ukhiye ukuze ushintshe phakathi komumo oqondile noqondile, futhi uqaphele imodi yesikrini ezimeni ezahlukene njengehhovisi, igeyimu, nokuzijabulisa, futhi uhlangabezane nokusetshenziswa kokuguqulwa kwezigcawu eziningi.

 

(2) Ukudluliselwa okusheshisiwe kwamandla okukhiqiza amaphaneli e-LCD ezweni laseChina

Njengamanje, imboni yephaneli ye-LCD igxile kakhulu eJapan, eNingizimu Korea, eTaiwan, nasezweni laseChina.I-Mainland China iqale sekwephuzile, kodwa ithuthuke ngokushesha eminyakeni yamuva.Ngo-2005, amandla okukhiqiza amaphaneli e-LCD aseChina abalelwa ku-3% kuphela wengqikithi yomhlaba, kodwa ngo-2020, amandla okukhiqiza ama-LCD aseChina akhuphukele ku-50%.

Ngesikhathi sokuthuthukiswa kwemboni ye-LCD yezwe lami, kuye kwavela inqwaba yabakhiqizi bephaneli be-LCD abaqhudelanayo, njenge-BOE, i-Shenzhen Tianma, ne-China Star Optoelectronics.Idatha ye-Omdia ikhombisa ukuthi ngo-2021, i-BOE izokleliswa kuqala ekuthunyelweni kwephaneli ye-LCD TV emhlabeni wonke ngokuthunyelwa kwezigidi ezingama-62.28, okubalelwa ku-23.20% wemakethe.Ngaphezu kokuthuthuka ngokushesha kwamabhizinisi ezweni lakithi, ngaphansi kwesizinda somkhakha wezokukhiqiza emhlabeni jikelele kanye nezinguquko kanye nokuvuleka kwezwe lami, izinkampani zakwamanye amazwe njenge-Samsung Display yaseNingizimu Korea kanye ne-LG Display nazo zitshale imali futhi zakha izimboni ezwenikazi. izwe lami, elibe nomthelela omuhle ekuthuthukisweni kwemboni ye-LCD yezwe lami .

(3) Imakethe yephaneli yokubonisa isithathile futhi yaqala umjikelezo omusha wokuya phezulu

 

Ngokwedatha yentengo yephaneli, ngemuva kuka-Okthoba 2022, ukuthambekela kokwehla kwamaphaneli kwehle kakhulu, futhi izintengo zamaphaneli osayizi abathile ziphinde zakhuphuka.Ukuthola kabusha kwanyanga zonke 2/3/10/13/20 amadola ase-US / ucezu, izintengo zephaneli ziyaqhubeka nokukhuphuka, kuqale kabusha umjikelezo okhuphukayo.Ngaphambilini, ngenxa yokwehla kwamandla e-electronics abathengi, ukutholakala ngokweqile kanye nesidingo esibuthakathaka embonini yamaphaneli ebekwe phezulu, amanani ephaneli aqhubekile nokwehla, futhi abakhi bamaphaneli nabo banciphise kakhulu ukukhiqizwa.Ngemuva cishe kwesigamu sonyaka sokugunyazwa kwe-inventory, amanani ephaneli azoyeka kancane kancane ukwehla futhi azinzile kusukela ekupheleni kuka-2022 kuya ekuqaleni kuka-2023, futhi uchungechunge lokunikezela lubuyela kancane kancane kumazinga avamile we-inventory.Njengamanje, izinhlangothi zokuhlinzeka nezidingo ngokuyisisekelo zisezingeni eliphansi, futhi asikho isimo sokwehla okubukhali kwezintengo zephaneli zizonke, futhi iphaneli ibonise inkambiso yokuthola kabusha.Ngokusho kwedatha evela ku-Omdia, inhlangano yocwaningo lochwepheshe embonini yamaphaneli, ngemuva kokuthola umkhombe ngo-2022, usayizi wemakethe yamaphaneli kulindeleke ukuthi ulethe ukukhula kweminyaka eyisithupha ilandelana, okulindeleke ukuthi yenyuke isuka ku-US$124.2 billion ngo-2023 iye e-US. $143.9 billion ngo-2028, okuwukunyuka ngo-15.9%.Imboni yamaphaneli isizoletha amaphuzu amathathu amakhulu: umjikelezo wokuvuselela, ukuhlinzeka nokufunwa, kanye nentengo.Ngo-2023, kulindeleke ukuthi kuqale umjikelezo omusha wokukhula.Ukusimama okulindelekile kwemboni yamaphaneli nakho kuqhubekisele phambili ukwanda kwamandla okukhiqiza amaphaneli abakhiqizi.Ngokwemininingwane ye-Huajing Industrial Research Institute, amandla okukhiqiza amaphaneli e-LCD aseChina azoba yizigidi eziyi-175.99 zamamitha-skwele ngo-2020, futhi kulindeleke ukuthi afinyelele ku-286.33 million square metres ngo-2025, okuwukunyuka kwama-62.70%.


Isikhathi sokuthumela: Aug-08-2023